4 posts found
By: SSpellberg on Jan. 18, 2023, 2:40 p.m.
I think Nintendo Inc. (“NTDOY”) represents asymmetric risk. My target of $72 / ¥8,276 represents 38.3% upside over the current stock price and a 7.8% IRR. In my Downside Case, the stock breaks even.
My investment thesis can be boile…
By: SSpellberg on Feb. 11, 2021, 8:47 p.m.
Crushed it! Nice trade, appreciated the write up.
By: SSpellberg on Feb. 10, 2021, 5:55 p.m.
Hycroft Mining Holding Corporation (“Hycroft” or “the Company”) is a Nevada-based gold and silver producer. Based upon the 2019 Hycroft Technical Report (attached), as of July 31, 2019, Hycroft had proven and probable mineral…
By: SSpellberg on Feb. 10, 2021, 5:27 p.m.
Transocean Ltd. (“Transocean”, “RIG” or “the Company”) is an offshore drilling operator and the largest active contractor in the world. Transocean's fleet consists of 25 ultra-deepwater (UDW) drillships (with 4 ve…